David Gagnon is a registered investment advisor at Cetera Investment Advisers LLC, based in Kingston, NY, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
212 Fair Street, Kingston, NY, 12401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a Vice President/CPA at Gagnon + Associates CPA's, a Major in the NY Army National Guard, a Managing Partner/CFO at Armor Dynamics Inc, and a Partner at Hudson Valley Financial Advisors. He also co-owns Gagnon Realty Holdings, LLC and is a board member of Rip VanWinkle Council, BSA.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
C. J. M. Planning CORP.Broker
State Registrations3 states
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